How to Export an Estimate to Buildertrend

As part of Clear Estimates Pro you can export your estimate data to Buildertrend.

To export to Buildertrend, open up the estimate you would like to export. Scroll down to the Preview Table button. Hover over it and click Export to Buildertrend.

You’ll then see a .csv file downloaded to your computer. Save it somewhere you can find it.

The next step is to open up Buildertrend and click Financial > Estimates.

Choose the job you would like to import the estimate to.

On the right side of your screen click Import and then choose Clear Estimates.

From here, find the file we downloaded from Clear Estimates and upload it. Click Next to move to the next step.

Choose your cost codes and click Next.

That’s it! You’ve uploaded your estimate to Buildertrend.

Hope this helps!

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